Transcript

00:00:00 - [CLAIRE_CETOLA]
On. I just wanted to kinda set aside this time to introduce myself, and kinda hear more about you both and your experience with Yvonne and any anything I should be aware of. So I'll just I'll go ahead and introduce myself, but I'm Claire, your account manager here at N I'm really excited to be working with you guys. And I'll let Connor, my manager, just give a quick introduction too because she just hopped on, and then we'll pass it over to you guys.

00:00:25 - [CONNOR_MEURET]
Hey, guys. It's nice to meet you. My name is Connor. I lead the account management team here at N Yvonne in Austin. I'm with Devon a little over four and a half years. Excited to work together.

00:00:34 - [SCOTT_WARNER]
Great. Scott Warner, VP of operations. I've been with Festool for ten years now, a little over. And so I kinda manage policy and things like that and responsible for that part. So

00:00:48 - [CLAIRE_CETOLA]
Awesome.

00:00:52 - [BRIANNA_LOWERY]
Brianna, I'm probably the one that she'll be speaking with mostly for the day to day kind of stuff. I handle the accounts payable and accounts receivables here.

00:01:05 - [CLAIRE_CETOLA]
Awesome. And then going off of that, I would love to hear a little more about I know Zach's briefed me on kind of how things are going, but just from your end, how everything's going within Yvonne, anything I need to be aware of, you know, what's been working well, maybe what hasn't been working well, you know, just from a new perspective.

00:01:27 - [BRIANNA_LOWERY]
Overall, I would say it's working well. We did have a question out to Zach prior to this transition, and I don't believe we got a response. It was in regards to our Canadian bookings. We were looking to see if there was any way that we could change it instead of being billed in US dollars if we could be billed in Canadian dollars for those bookings. Because the corporate card that we have on file is a Canadian credit card, and we're just not sure why it's being billed in Canadian dollars converted to US dollars and then you know what I'm saying?

00:02:14 - [CONNOR_MEURET]
Mhmm. Yeah. Totally. Okay. That's really helpful. I'm gonna just I think I'm in your guys' account. I'm gonna quickly share my screen. I think you guys are prioritizing this payment card here. Well, no. Or Oh, no. No. You have it.

00:02:33 - [BARBARA_BEMENT]
Should be prioritized.

00:02:35 - [CONNOR_MEURET]
Got it. I see it here. It's it's allocated to this specific department. Or is everyone in this department in Canada, I'm assuming?

00:02:43 - [BARBARA_BEMENT]
Yes.

00:02:43 - [SCOTT_WARNER]
Yeah.

00:02:44 - [CONNOR_MEURET]
Got it. Okay. Interesting. Okay. Then I'm gonna check one more place and see if maybe that's what's the issue. So it all depends on the, like, originating currency of how we charge you guys is is based on what point of sale users are assigned to. So I'm gonna check to make sure that the Canadian office is assigned to the Canadian point of sale. I'm assuming it's this one here.

00:03:20 - [BARBARA_BEMENT]
Yes.

00:03:24 - [CONNOR_MEURET]
Okay. We're in the Canadian point of sale. So the transaction should be showing in CAD, and it should be originating in CAD. But you're saying it's still posting in USD?

00:03:35 - [BARBARA_BEMENT]
Correct.

00:03:36 - [CONNOR_MEURET]
But, by we're gonna Interesting.

00:03:38 - [BARBARA_BEMENT]
And it's my credit card, it's USD, and they're converting it back to CAD.

00:03:45 - [CONNOR_MEURET]
That shouldn't be happening. Let's check a couple of other areas. Let me check your user list. So you had it by you were doing this by department. So everyone in this department is tied to this office, I'm assuming, because it looks like it's probably a one to one, which is what is allowing them to purchase specifically on that card.

00:04:12 - [SCOTT_WARNER]
Mhmm.

00:04:13 - [CONNOR_MEURET]
I'm just gonna make sure they're not, like, somehow purchasing on the Avon card, which it doesn't seem like they are because you would obviously be seeing those transactions on a separate credit card statement than the one that you're checking. Okay. It looks like oh, this is back in 2020. Oh, no. So 2025 of last year. But looks like some folks are

00:04:42 - [BARBARA_BEMENT]
Even there, those hotels, and they make them change it to a personal card when they get there.

00:04:51 - [CONNOR_MEURET]
Okay. I guess, how are they getting axe I'm are they getting access to this card to begin with that they're only being prioritized for the Visa card?

00:05:01 - [SCOTT_WARNER]
I am

00:05:03 - [BARBARA_BEMENT]
not sure because I know it says that it's when it it depends on what comes up for them. I don't know if it's now changed to where the 4065 will because I think he did change some setting.

00:05:17 - [CONNOR_MEURET]
Okay. Did he was this a recent change?

00:05:22 - [BARBARA_BEMENT]
Yeah. It was late last year, I think. Because I had or it was early this year because Katie Flynn sent something saying that she wasn't getting our credit card.

00:05:37 - [CONNOR_MEURET]
Okay. Is Katie and Katie's in Canada?

00:05:39 - [BARBARA_BEMENT]
Yes.

00:05:40 - [CONNOR_MEURET]
Okay. Let's make a sample book. Not not an actual booking, but let's do a booking notice. I've got Katie Flynn here. I wanna make sure she's in Canada Canada. Let's check the payment method one more time. So anyone in this department in Canada is tied specifically to this card, and it's prioritized for flights and hotels. Let's make a sample booking. Go to to NYC. Are you any of you guys in Canada, or are you all in The US?

00:06:36 - [BARBARA_BEMENT]
US.

00:06:38 - [CONNOR_MEURET]
Are you guys central time zone?

00:06:40 - [BARBARA_BEMENT]
No. Eastern.

00:06:42 - [CONNOR_MEURET]
Hey. She's seen it in USD. That's a little odd. This is helpful. Let me check something on the back end. Oh, her okay. It looks like some this is, like, more of, like, an internal thing, but even though her point of her office association is listed as Canadian, at some point, there was an override where we're overriding her to be on The US point of sale instead of the Canadian point of sale, which is not what you guys want. You guys want the company office association to be true. So we'll change rates. But I'm assuming for personal travel as well, it would should be Canada point

00:07:31 - [BARBARA_BEMENT]
of sale as well. Mhmm.

00:07:32 - [SCOTT_WARNER]
Okay.

00:07:32 - [CONNOR_MEURET]
Let's change the agencies, and let's just run one more search. And I think this will fix our problem. But what Claire and I will have to do is go back through the user list and just see who has an overwritten point of sale in Canada, and we'll switch it back. But let me just see if we can we can test. No. I didn't clear my cache and cookies. There's a small chance this gives me a hiccup, but I'm gonna just hope hope it works. Canadian dollar. Okay. I think we might have solved it. The only other thing I wanna oh, it looks like you guys have basic economy on it as well. Is that intentional?

00:08:28 - [BARBARA_BEMENT]
I believe so.

00:08:30 - [CONNOR_MEURET]
Okay. Most companies turn it off just because it can sometimes just be, like, more costly because it's not as flexible for business travel. But if your folks are used to booking basic economy and they know the restrictions, then, like, continue to use it. It's no problem at all.

00:08:44 - [SCOTT_WARNER]
Yeah. We we turn it on just because then that stops them from complaining about I found it cheaper on such and such.

00:08:50 - [CONNOR_MEURET]
Pricing.

00:08:51 - [SCOTT_WARNER]
And there are situations where they use it, but not all the time. So

00:08:55 - [CONNOR_MEURET]
Okay. Cool. Always just like to call it out. And then the same method in here is showing as, yep, Canada travel four zero x five. I think we might have solved the problem. Apologies that it wasn't solved prior. But what we can do is go through the user list offline, Claire and I, and then make sure everyone's assigned to the right one personally. And then

00:09:18 - [SCOTT_WARNER]
I should

00:09:18 - [CONNOR_MEURET]
fix it moving forward.

00:09:21 - [BRIANNA_LOWERY]
Great. Thank you. Thank you.

00:09:23 - [CONNOR_MEURET]
Yeah. Yeah. Of course. Send over

00:09:24 - [CLAIRE_CETOLA]
an email once we've done that so that you you're aware of that on your end.

00:09:29 - [BRIANNA_LOWERY]
Yes.

00:09:31 - [CLAIRE_CETOLA]
Awesome. Well, Barbara, I know you hopped on a little late, so I was just kinda giving an introduction and, you know, getting a better understanding of how Novan's going and if there's anything I need to be aware of. So, again, I'll just go through very quickly. I'm your new account manager here at Novan based in Austin, Texas. So excited to be working with you guys. But I know we just went through this Canadian issue. Was there anything else that was kind of on your guys' radar? Any big travel plans coming up? Anything I need to be aware of just from an account manager perspective?

00:10:05 - [BARBARA_BEMENT]
No big travel plans that we know of. Scott, was there something that we were looking for with travel? I forgot. I thought there was.

00:10:16 - [SCOTT_WARNER]
Trying to remember anything specific. I know we've had some issues in the past with flights getting canceled and us not being notified, but I don't

00:10:28 - [BARBARA_BEMENT]
Oh, flight.

00:10:29 - [SCOTT_WARNER]
Time figuring out

00:10:30 - [BARBARA_BEMENT]
That's what it was. Flights. Because I was told about doing credits. We need to have agreements with carriers.

00:10:39 - [CONNOR_MEURET]
Yeah. Already. Or

00:10:41 - [SCOTT_WARNER]
Okay. Yeah. So we were told in order to so we're getting flight credits, but I think because they're maybe this is because they're booking basic. I don't know. In order to transfer to another employee, we have to have an agreement with a carrier. Does that ring a bell to anybody?

00:10:57 - [CONNOR_MEURET]
Yeah. So that's that's pretty true. I'll kinda, like, break it down. So, essentially, airlines intentionally make it very difficult to transfer tickets from one person to another because they obviously just want you to buy a net booking. So everything that I'm saying here is not, like, Navalm specific. It's just travel industry knowledge. And so the only way to transfer a ticket from yourself or a credit from yourself to someone else is you have to do something called name change where you have to call into the airline and, like, sit on the phone with them for potentially, like, an hour to two hours, then there's a fee involved to actually transfer that credit. No one wants to do that. It takes way too much time. If you have a corporate agreement with an airline, sometimes they allow for that to happen easily without the fee. But, generally, to start a corporate agreement with an airline, you have to be at around, like, 1 to 2,000,000 of spend depending on the airline. Yeah. But the good news is is we know that, like, this process needs to happen. And so what we've done is about six months ago, we hired a a team internally to actually do the name change for you and sit on the phone with airlines for tickets that are about to expire and transfer it from one person to another. So if you wanted Devon to take care of that for you, we can go ahead and and, like, get you on this unused ticket service to transfer it. Now because it is a lot of manual work, we take a 25 cut of the unused ticket, credits as, like, the fee for us to do the work for the name change. But then you can rest assured that we're using up all your credits that are about to expire for people who are about to travel instead of those actually expiring.

00:12:39 - [SCOTT_WARNER]
Sorry. Do you have an opinion on that one? Well,

00:12:45 - [BARBARA_BEMENT]
at the present time, that would be cheaper than what we have now. We're losing them.

00:12:49 - [SCOTT_WARNER]
We're losing them now. So Yeah.

00:12:51 - [CONNOR_MEURET]
It's like, do you wanna lose a 100 or maybe just 25? Yeah. Exactly. And, also, just to, like, I feel like sometimes people are worried that we're just gonna take all your credits and, like, start transferring them when we don't. Like, what Claire will do is she'll set up time with you to say, like, what are the parameters you want us to follow around, like, credits expiring within x days to actually apply it to someone else? So we're only truly doing it to expiring credits.

00:13:20 - [SCOTT_WARNER]
Yeah. That makes sense.

00:13:21 - [BARBARA_BEMENT]
K. Well, would you also do it for credits that are, like, a little farther out where the employee left, but I have somebody that could use it?

00:13:30 - [CONNOR_MEURET]
We do that as well. So we also monitor

00:13:32 - [BARBARA_BEMENT]
generally have only transferred them if somebody's left, if they're still here. We haven't transferred them.

00:13:40 - [CONNOR_MEURET]
Okay. We do that as well. We transfer for people who are disabled within the user list knowing that they're never gonna use it. Mhmm. Now not all airlines allow for name change, like British Airways is one that doesn't. I think there's a couple others, but most of the major carriers allow us to do this. And we can get you a list of who does and doesn't just so you're aware, but it's been a really successful program.

00:14:04 - [BARBARA_BEMENT]
Yeah. I think that sounds good. You, Scott? Okay.

00:14:08 - [SCOTT_WARNER]
Yeah. I think it sounds fine.

00:14:10 - [CLAIRE_CETOLA]
Awesome. Is that something you guys would wanna set up some time to kinda do a deeper dive in and get that set up in your account?

00:14:16 - [BARBARA_BEMENT]
Yeah. Because we just lost three. About a thousand dollars or more.

00:14:21 - [BRIANNA_LOWERY]
Yeah. Yeah.

00:14:22 - [CLAIRE_CETOLA]
That's hard. Are there any days and times that work best for you guys, maybe next week or the following week?

00:14:29 - [SCOTT_WARNER]
I don't think I'll be there necessarily. And I'll Let's to apologize.

00:14:35 - [BARBARA_BEMENT]
If he's okay with it, Brianna and I can probably handle it.

00:14:39 - [CONNOR_MEURET]
Okay. We we will need to send an addendum for signature. Scott, would you be the best person for that?

00:14:44 - [SCOTT_WARNER]
Yep. Mhmm.

00:14:45 - [CONNOR_MEURET]
Cool. It'll just notate the the fee, which is 25. Once that's signed, Claire, you can meet with with Barb, and I'm so sorry. I missed your name.

00:14:56 - [BARBARA_BEMENT]
Brianna? Brianna.

00:14:57 - [CONNOR_MEURET]
Brianna. Okay. Awesome. To then, like, define your parameters, and then we can get you on board.

00:15:04 - [BARBARA_BEMENT]
Okay. We have probably Tuesday, Thursday, or Friday are brief for me.

00:15:11 - [CLAIRE_CETOLA]
Any specific times within those days?

00:15:16 - [BARBARA_BEMENT]
Nope. Wide open.

00:15:18 - [CLAIRE_CETOLA]
Okay. Awesome. Brianna, any specific times work best for you?

00:15:24 - [BRIANNA_LOWERY]
Nope. It looks like I am pretty open next week as well.

00:15:28 - [CLAIRE_CETOLA]
Okay. Awesome. Well, I will send over a calendar invite for some time next week, Scott. And I'll get that over to you, Scott, so you can take a look ahead of that call. But I'll send over a calendar invite to you, Brianna and Barb, so we can have have some time on the calendar.

00:15:45 - [BARBARA_BEMENT]
Okay. Thank you.

00:15:46 - [CLAIRE_CETOLA]
Awesome. And then one last thing I just wanna checkin. I know you guys didn't have, like, a meeting cadence with Zach, but, you know, just as questions like this come on, I like to have some time on the calendar just so, know, when questions come up, we we already have some time set aside. Obviously, you can always reach out to me via email, but I think it's helpful. So would you guys be okay with just setting up, like, a quarterly cadence on the calendar?

00:16:12 - [BARBARA_BEMENT]
Yeah. I'm fine

00:16:12 - [BRIANNA_LOWERY]
with that. Fine.

00:16:13 - [CLAIRE_CETOLA]
Okay. Awesome. And then, again, any specific days and times? It would just be, like, thirty minutes. And if nothing comes up, you know, we can just hop on and hop off, so we're not tied to it.

00:16:28 - [BARBARA_BEMENT]
I don't know if, Mike and Scott have certain days. They don't have a lot of meetings. I know most of mine Tuesdays and Thursdays are free.

00:16:37 - [SCOTT_WARNER]
You have better odds with me on those days, but it's still not great. So

00:16:41 - [CLAIRE_CETOLA]
Well, I can just add you as optional, Scott. And if you can hop on, feel free. But if not, I won't take it personally. But, awesome, I will send over an invite for a quarterly cadence on one of those Tuesday and Thursdays. And, again, pretty informal, but just as a checkin so we have some time in the calendar.

00:16:56 - [CONNOR_MEURET]
There's also just one more thing I wanted to checkin on just because I was looking at your guys' account. How are you guys currently getting your transactions into your accounting system from out of and then into your ERP?

00:17:10 - [BARBARA_BEMENT]
Oh, kinda manual. Brianna does spreadsheets.

00:17:14 - [CONNOR_MEURET]
Okay. What's the ERP you guys are currently using? SAP. SAP. Okay. Got Brianna, we we have a custom export that new functionality. It's actually not super new. Has Zach or anyone taken you through that in the past where we can, like, build you out a custom export?

00:17:33 - [BRIANNA_LOWERY]
I don't believe so. We so we have the we use, like, the booking report and the transaction report, and then we also export, like, the statement into Excel, and that's what I'm using. But I don't believe we've customized anything.

00:17:59 - [CONNOR_MEURET]
Okay. It's really handy because you can then just really you don't have to do a lot of manipulation once it gets out of Navon, which you probably are mostly deleting columns today. Are you having to do anything else within the export to get it ready for APs?

00:18:15 - [BRIANNA_LOWERY]
No. Okay. Do you think

00:18:18 - [CONNOR_MEURET]
the custom export would be of interest?

00:18:22 - [BRIANNA_LOWERY]
I will I'd be interested in looking at it for sure.

00:18:25 - [CONNOR_MEURET]
Okay. Cool. We have a lot of really cool new functionalities, especially that impacts the accounting workflows. So maybe what we can do is on that next sync next week, we can also talk about the custom export because the credit conversation won't take the full thirty minutes. We'll take you through it. We'll see if you're interested in it, and then we can help you build it out.

00:18:45 - [BRIANNA_LOWERY]
Okay. That sounds good.

00:18:47 - [CONNOR_MEURET]
Cool. Sounds good.

00:18:48 - [CLAIRE_CETOLA]
Awesome. Well, I know we're about 10 away from time, so I can give you guys a little extra time back in your day. But, again, I'm really excited to be working with you guys, and I'll send over those calendar invites following this. But, again, of course, if anything comes at the in the meantime, feel free to just shoot me an email, send me a text, whatever works.

00:19:07 - [BARBARA_BEMENT]
Okay. Thank you.

00:19:09 - [CONNOR_MEURET]
Awesome. Guys. Have a good week.